Connect Whatsapp(OpenWA) and Sangam CRM
Integrate Whatsapp(OpenWA) with Sangam CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a new Lead in Sangam CRM when When a New Message is received in WhatsApp (OpenWA)
Create Opportunity in Sangam CRM when When a New Message is received in WhatsApp (OpenWA)
Fetch Module Fields from Sangam CRM when When a New Message is received in WhatsApp (OpenWA)
Create Contact in Sangam CRM when When a New Message is received in WhatsApp (OpenWA)
Create Ticket in Sangam CRM when When a New Message is received in WhatsApp (OpenWA)
Popular Whatsapp(OpenWA) + Sangam CRM flows
Start from a real workflow other teams are already running.
Create a new Lead in Sangam CRM when When a New Message is received in WhatsApp (OpenWA)
Use this flowCreate Opportunity in Sangam CRM when When a New Message is received in WhatsApp (OpenWA)
Use this flowFetch Module Fields from Sangam CRM when When a New Message is received in WhatsApp (OpenWA)
Use this flowCreate Contact in Sangam CRM when When a New Message is received in WhatsApp (OpenWA)
Use this flowCreate Ticket in Sangam CRM when When a New Message is received in WhatsApp (OpenWA)
Use this flowCreate Company in Sangam CRM when When a New Message is received in WhatsApp (OpenWA)
Use this flowCreate Campaign in Sangam CRM when When a New Message is received in WhatsApp (OpenWA)
Use this flowCreate or Update Lead in Sangam CRM when When a New Message is received in WhatsApp (OpenWA)
Use this flowCreate Or Update Linked Record in Sangam CRM when When a New Message is received in WhatsApp (OpenWA)
Use this flowUpdate an Account in Sangam CRM when When a New Message is received in WhatsApp (OpenWA)
Use this flowSupported Triggers & Actions
Everything you can automate between Whatsapp(OpenWA) and Sangam CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
When a New Message is received
Runs the workflow automatically whenever a new message arrives on the connected WhatsApp account.
When a WhatsApp session is disconnected
Runs the workflow automatically whenever a WhatsApp session is disconnected.
New Lead Created
Runs when a new lead is created.
New Contact Created
Trigger when new contact is created
Opportunity Created
Runs when opportunity created
New Ticket Created
Runs when new ticket is created
Do thisActions
Action is the task that follows automatically within your Whatsapp(OpenWA) integrations.
Send Image
Send image to contact or group
Send Video
Send video to contact or group
Send Audio
Send audio file or voice note
Send Document
Send a PDF, Word, spreadsheet, ZIP, or other file via WhatsApp.
Send Location
Send location pin to WhatsApp
Send Contact
Send a WhatsApp contact card to a person or group
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. Viasocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn by building automations
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Whatsapp(OpenWA) and Sangam CRM workflows.
Learn how to automate Whatsapp(OpenWA) and Sangam CRM workflows.
Learn how to automate Whatsapp(OpenWA) and Sangam CRM workflows.
Learn how to automate Whatsapp(OpenWA) and Sangam CRM workflows.
Learn how to automate Whatsapp(OpenWA) and Sangam CRM workflows.
Learn how to automate Whatsapp(OpenWA) and Sangam CRM workflows.
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About Whatsapp(OpenWA)
Connect to WhatsApp Web to send and receive messages, automate conversations, and streamline customer communication. Build workflows that respond to real-time events, send text and media messages, manage chats, and simplify customer support, notifications, sales, and engagement.
Learn more
About Sangam CRM
Sangam CRM is a business CRM platform for managing sales, marketing, helpdesk support, internal tasks, and automated business workflows, with web, mobile, API, and integration capabilities.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Whatsapp(OpenWA) and Sangam CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Whatsapp(OpenWA) and Sangam CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Sangam CRM. No coding required.
Yes. You can set up a workflow where Whatsapp(OpenWA) triggers actions in Sangam CRM, and a separate workflow where Sangam CRM triggers actions in Whatsapp(OpenWA). Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Whatsapp(OpenWA) and Sangam CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Whatsapp(OpenWA) and Sangam CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
